Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
40,814
-949
-2% -$11.2K ﹤0.01% 970
2025
Q1
$648K Buy
41,763
+22,532
+117% +$350K 0.01% 854
2024
Q4
$413K Buy
19,231
+3,292
+21% +$70.6K ﹤0.01% 1012
2024
Q3
$318K Buy
15,939
+740
+5% +$14.8K ﹤0.01% 1073
2024
Q2
$205K Sell
15,199
-22,058
-59% -$298K ﹤0.01% 1176
2024
Q1
$572K Sell
37,257
-12,455
-25% -$191K 0.01% 911
2023
Q4
$935K Sell
49,712
-9,735
-16% -$183K 0.01% 693
2023
Q3
$1.05M Buy
59,447
+4,006
+7% +$70.8K 0.01% 626
2023
Q2
$1.06M Buy
55,441
+2,168
+4% +$41.4K 0.01% 628
2023
Q1
$1.22M Buy
53,273
+6,035
+13% +$138K 0.02% 586
2022
Q4
$1.3M Buy
47,238
+9,447
+25% +$261K 0.02% 554
2022
Q3
$1.13M Buy
37,791
+6,776
+22% +$203K 0.02% 538
2022
Q2
$1.37M Sell
31,015
-12,995
-30% -$574K 0.03% 482
2022
Q1
$2.5M Buy
44,010
+755
+2% +$42.9K 0.04% 322
2021
Q4
$3.17M Buy
43,255
+5,441
+14% +$398K 0.05% 286
2021
Q3
$2.53M Sell
37,814
-1,267
-3% -$84.9K 0.05% 303
2021
Q2
$3.21M Buy
39,081
+23,412
+149% +$1.92M 0.06% 259
2021
Q1
$1.25M Sell
15,669
-205
-1% -$16.4K 0.03% 419
2020
Q4
$1.36M Buy
15,874
+914
+6% +$78.1K 0.03% 391
2020
Q3
$1.05M Sell
14,960
-125
-0.8% -$8.78K 0.03% 407
2020
Q2
$919K Buy
+15,085
New +$919K 0.02% 403